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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,502 | $65,685-23.1% | $57,181-11.7% | $273,965-81.6% |
| Participation rate | 73.7% | 78.3%-4.7pp | 75.3%-1.7pp | 83.0%-9.3pp |
| Annual return | 4.95% | 21.99%-17.0pp | 14.59%-9.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,279 | $3,781+92.5% | $3,096+135.1% | $5,287+37.7% |
| Admin fee / account holder | $14,007 | $4,835+189.7% | $3,139+346.2% | $10,132+38.2% |